Wealth Management Advisor & Financial Planner

DescriptionFinancial Advisor | Substantially Higher Revenue Compensation | Own Your Book | Long-Term Ownership PotentialAre you a successful Wealth Advisor who has built a valuable client base—but feels like your current firm benefits more from that success than you do? This is an opportunity to join a growing independent wealth management firm offering something meaningfully different: substantially increased revenue-based compensation, true ownership of your book of business, significant growth potential, and a potential path to future ownership in the firm.We are looking for an experienced Wealth Management Advisor & Financial Planner who wants to build something for the long term—not simply manage someone else's book.Why Advisors Will Want to Hear About ThisSubstantially increased revenue compensation with the opportunity to directly participate in the value you createTrue ownership of your book of business and the client relationships you buildSignificant upside as your book growsPotential path to future ownership for the right long-term contributorJoin a growing independent firm where you can have a meaningful impact on its futureOpportunity to combine wealth management, investment strategy, and comprehensive financial planningBuild long-term client relationships without feeling like just another producer inside a large institutionThe RoleYou will serve as a trusted advisor to clients while developing comprehensive financial plans tailored to their goals. This is a true combination of relationship management and technical financial planning. You will:Build, own, and deepen long-term client relationshipsAdvise clients on investment decisions, portfolio strategy, and wealth managementDevelop comprehensive financial plans covering retirement, tax strategy, insurance, and estate planningConduct detailed discovery and ongoing planning meetingsRegularly review and update financial plans as client circumstances evolveGrow your book through relationships, referrals, networking, and community involvementPlay an increasingly important role in the growth and future direction of the firmRequirementsWhat We're Looking ForCFP required or within 12 months of completionApproximately 4–8+ years of wealth management, financial planning, or advisory experienceStrong client relationship and business-development skillsAbility to deliver detailed, comprehensive financial planning—not simply investment managementWorking knowledge of tax, retirement, insurance, and estate planning conceptsBachelor's degree in Finance, Business, Economics, or related fieldEntrepreneurial mindset with the desire to build a valuable long-term book of businessJob typePerm